30,325 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| AIVIX | AB International Value Fund· AB TRUST | Non-compliant | 138 | 95% |
| AIVL | WisdomTree U.S. AI Enhanced Value Fund· WisdomTree Trust | Non-compliant | 104 | 91% |
| AIVOX | International Opportunities Fund· American Century World Mutual Funds, Inc. | Non-compliant | 120 | 80% |
| AIVSX | Investment Co of America | Non-compliant | 161 | 94% |
| AIVTX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| AIWCX | International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 106 | 96% |
| AIWEX | World Energy Fund· Cavanal Hill Funds | Non-compliant | 56 | 89% |
| AKAF | The Frontier Economic Fund· ETF Series Solutions | Non-compliant | 147 | 86% |
| AKGAX | AB Income Fund· AB BOND FUND, INC. | Non-compliant | 826 | 66% |
| AKGCX | AB Income Fund· AB BOND FUND, INC. | Non-compliant | 826 | 66% |
| AKRE | Akre Focus ETF· Professionally Managed Portfolios | Non-compliant | 19 | 73% |
| AKREX | Akre Focus Fund· Professionally Managed Portfolios | Non-compliant | 19 | 66% |
| AKRIX | Akre Focus Fund· Professionally Managed Portfolios | Non-compliant | 19 | 66% |
| AKRSX | Akre Focus Fund· Professionally Managed Portfolios | Non-compliant | 19 | 66% |
| ALABX | ALPS Balanced Opportunity Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 68% |
| ALAFX | ALGER FOCUS EQUITY FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 54 | 85% |
| ALAI | Alger AI Enablers & Adopters ETF· Alger ETF Trust | Non-compliant | 79 | 83% |
| ALARX | ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 86 | 85% |
| ALBAX | ALGER GROWTH & INCOME FUND· ALGER FUNDS | Non-compliant | 83 | 95% |
| ALBCX | ALGER GROWTH & INCOME FUND· ALGER FUNDS | Non-compliant | 83 | 95% |
| ALCCX | ALGER CAPITAL APPRECIATION FUND· ALGER FUNDS | Non-compliant | 83 | 85% |
| ALCEX | Avantis U.S. Large Cap Value Fund· American Century ETF Trust | Non-compliant | 222 | 96% |
| ALCFX | ALGER FOCUS EQUITY FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 54 | 85% |
| ALCKX | AB LARGE CAP GROWTH FUND INC | Non-compliant | 59 | 97% |
| ALCZX | Alger International Opportunities Fund· ALGER FUNDS | Non-compliant | 45 | 96% |
| ALDAX | Columbia Select Short Corporate Income Fund· Columbia Funds Series Trust II | Non-compliant | 106 | 57% |
| ALEFX | ALPS | Alerian Energy Infrastructure Portfolio· ALPS VARIABLE INVESTMENT TRUST | Non-compliant | 29 | 80% |
| ALGAX | Alger International Opportunities Fund· ALGER FUNDS | Non-compliant | 45 | 96% |
| ALGCX | Alger International Opportunities Fund· ALGER FUNDS | Non-compliant | 45 | 96% |
| ALGRX | ALGER FOCUS EQUITY FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 54 | 85% |
| ALGYX | ALGER FOCUS EQUITY FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 54 | 85% |
| ALGZX | ALGER RESPONSIBLE INVESTING FUND· ALGER FUNDS II | Non-compliant | 68 | 98% |
| ALIBX | ALPS Balanced Opportunity Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 68% |
| ALIL | Argent Focused Small Cap ETF· EA Series Trust | Non-compliant | 42 | 94% |
| ALLFX | Invesco Balanced-Risk Allocation Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 139 | 31% |
| ALLIX | AB LARGE CAP GROWTH FUND INC | Non-compliant | 59 | 97% |
| ALLW | State Street(R) Bridgewater(R) All Weather(R) ETF· SSGA Active Trust | Non-compliant | 47 | 42% |
| ALMAX | ALGER WEATHERBIE SPECIALIZED GROWTH FUND· ALGER FUNDS | Non-compliant | 51 | 90% |
| ALMCX | ALGER WEATHERBIE SPECIALIZED GROWTH FUND· ALGER FUNDS | Non-compliant | 51 | 90% |
| ALMIX | Invesco Short Duration Inflation Protected Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 22 | 99% |
| ALMRX | ALGER MID CAP GROWTH INSTITUTIONAL FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 72 | 90% |
| ALMZX | ALGER MID CAP GROWTH INSTITUTIONAL FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 72 | 90% |
| ALOAX | ALGER MID CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 54 | 84% |
| ALOCX | ALGER MID CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 54 | 84% |
| ALOIX | Virtus International Small-Cap Fund· Virtus Strategy Trust | Non-compliant | 139 | 73% |
| ALOYX | ALGER MID CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 54 | 84% |
| ALPAX | Focused Large Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 64 | 93% |
| ALPBX | ALPS Balanced Opportunity Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 68% |
| ALPCX | Focused Large Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 64 | 93% |
| ALRG | Allspring LT Large Core ETF· ALLSPRING EXCHANGE-TRADED FUNDS TRUST | Non-compliant | 50 | 98% |
| ALSAX | ALGER SMALL CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 113 | 78% |
| ALSCX | ALGER SMALL CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 113 | 78% |
| ALSMX | Archer Multi Cap Fund· ARCHER INVESTMENT SERIES TRUST | Non-compliant | 74 | 85% |
| ALSRX | ALGER SMALL CAP GROWTH INSTITUTIONAL FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 111 | 80% |
| ALTEX | Firsthand Alternative Energy Fund· Firsthand Funds | Non-compliant | 40 | 78% |
| ALTFX | AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | Non-compliant | 96 | 93% |
| ALTL | Pacer Lunt Large Cap Alternator ETF· Pacer Funds Trust | Non-compliant | 102 | 89% |
| ALTY | Global X Alternative Income ETF· GLOBAL X FUNDS | Non-compliant | 19 | 13% |
| ALVAX | American Beacon Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 161 | 91% |
| ALVCX | American Beacon Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 161 | 91% |
| ALVDX | Focused Large Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 64 | 93% |
| ALVGX | Focused Large Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 64 | 93% |
| ALVIX | Focused Large Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 64 | 93% |
| ALVOX | Alger Capital Appreciation Portfolio· ALGER PORTFOLIOS | Non-compliant | 79 | 84% |
| ALVRX | Focused Large Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 64 | 93% |
| ALVSX | Focused Large Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 64 | 93% |
| ALZFX | ALGER FOCUS EQUITY FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 54 | 85% |
| AMA | Defiance Daily Target 2x Long AMAT ETF· Tidal Trust II | Non-compliant | 7 | 73% |
| AMADX | Disciplined Value Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 194 | 93% |
| AMAEX | Small Cap Dividend Fund· American Century Capital Portfolios, Inc. | Non-compliant | 94 | 71% |
| AMAFX | Small Cap Dividend Fund· American Century Capital Portfolios, Inc. | Non-compliant | 94 | 71% |
| AMAHX | Small Cap Dividend Fund· American Century Capital Portfolios, Inc. | Non-compliant | 94 | 71% |
| AMAJX | Small Cap Dividend Fund· American Century Capital Portfolios, Inc. | Non-compliant | 94 | 71% |
| AMAKX | Small Cap Dividend Fund· American Century Capital Portfolios, Inc. | Non-compliant | 94 | 71% |
| AMALX | Small Cap Dividend Fund· American Century Capital Portfolios, Inc. | Non-compliant | 94 | 71% |
| AMBFX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| AMCFX | AMCAP Fund | Non-compliant | 121 | 94% |
| AMCGX | ALGER MID CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 72 | 91% |
| AMCPX | AMCAP Fund | Non-compliant | 121 | 94% |
| AMCZX | ALGER MID CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 72 | 91% |
| AMDL | GraniteShares 2x Long AMD Daily ETF· GraniteShares ETF Trust | Non-compliant | 7 | 51% |
| AMDVX | Mid Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 134 | 87% |
| AMDW | Roundhill AMD WeeklyPay ETF· Roundhill ETF Trust | Non-compliant | 5 | 50% |
| AMECX | Income Fund of America | Non-compliant | 3,344 | 79% |
| AMEFX | Income Fund of America | Non-compliant | 3,344 | 79% |
| AMEIX | Disciplined Core Equity Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 183 | 95% |
| AMFAX | Virtus AlphaSimplex Managed Futures Strategy Fund· Virtus Alternative Solutions Trust | Non-compliant | 139 | 45% |
| AMFCX | American Mutual Fund | Non-compliant | 146 | 94% |
| AMFEX | AAMA EQUITY FUND· Asset Management Fund | Non-compliant | 39 | 74% |
| AMFFX | American Mutual Fund | Non-compliant | 146 | 94% |
| AMFIX | AAMA INCOME FUND· Asset Management Fund | Non-compliant | 20 | 99% |
| AMFNX | Virtus AlphaSimplex Managed Futures Strategy Fund· Virtus Alternative Solutions Trust | Non-compliant | 139 | 45% |
| AMGAX | ALGER MID CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 72 | 91% |
| AMGCX | ALGER MID CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 72 | 91% |
| AMGIX | Disciplined Value Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 194 | 93% |
| AMGOX | Alger Mid Cap Growth Portfolio· ALGER PORTFOLIOS | Non-compliant | 66 | 91% |
| AMHYX | Invesco High Yield Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 286 | 23% |
| AMID | Argent Mid Cap ETF· EA Series Trust | Non-compliant | 45 | 94% |
| AMKIX | Emerging Markets Fund· American Century World Mutual Funds, Inc. | Non-compliant | 88 | 87% |
| AMLP | Alerian MLP ETF· ALPS ETF TRUST | Non-compliant | 14 | 81% |
30,325 funds · page 10 of 304